PWA
Phoenix Wealth Advisors’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,397
| Closed | -$1.77M | – | 113 |
|
|
2022
Q4 | $1.77M | Sell |
12,397
-332
| -3% | -$47.5K | 1.07% | 25 |
|
|
2022
Q3 | $1.72M | Sell |
12,729
-480
| -4% | -$65K | 1.72% | 22 |
|
|
2022
Q2 | $2.11M | Buy |
+13,209
| New | +$2.11M | 2.08% | 20 |
|
|
2022
Q1 | – | Sell |
-13,979
| Closed | -$2.94M | – | 125 |
|
|
2021
Q4 | $2.94M | Sell |
13,979
-664
| -5% | -$139K | 2.22% | 18 |
|
|
2021
Q3 | $2.71M | Sell |
14,643
-18
| -0.1% | -$3.33K | 2.02% | 18 |
|
|
2021
Q2 | $2.59M | Buy |
14,661
+268
| +2% | +$47.4K | 1.87% | 18 |
|
|
2021
Q1 | $2.2M | Buy |
14,393
+192
| +1% | +$29.3K | 1.71% | 21 |
|
|
2020
Q4 | $2.16M | Buy |
+14,201
| New | +$2.16M | 1.64% | 21 |
|